--- title: "Sensata Tech | 8-K: FY2025 Q4 Revenue Beats Estimate at USD 917.9 M" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/276378500.md" datetime: "2026-02-19T21:13:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276378500.md) - [en](https://longbridge.com/en/news/276378500.md) - [zh-HK](https://longbridge.com/zh-HK/news/276378500.md) --- > 支持的语言: [English](https://longbridge.com/en/news/276378500.md) | [繁體中文](https://longbridge.com/zh-HK/news/276378500.md) # Sensata Tech | 8-K: FY2025 Q4 Revenue Beats Estimate at USD 917.9 M Revenue: As of FY2025 Q4, the actual value is USD 917.9 M, beating the estimate of USD 911.03 M. EPS: As of FY2025 Q4, the actual value is USD 0.43, missing the estimate of USD 0.6217. EBIT: As of FY2025 Q4, the actual value is USD 130.8 M. ### Fourth Quarter 2025 Financial Highlights #### Revenue Sensata Technologies Holding plc reported revenue of $917.9 million for the fourth quarter of 2025, an increase of $10.2 million or 1.1% compared to $907.7 million in the fourth quarter of 2024. On an organic basis, revenue increased by $31.8 million or 3.5% year-over-year . #### Operating Income Operating income was $100.1 million, or 10.9% of revenue, for the fourth quarter of 2025, an increase of $26.4 million compared to $73.8 million, or 8.1% of revenue, in the fourth quarter of 2024. This included $49.8 million of restructuring-related and other charges, with approximately $16.1 million being primarily non-cash charges due to an electric vehicle program cancellation. Adjusted operating income was $179.7 million, or 19.6% of revenue, an increase of $4.8 million or 2.7% from $174.9 million, or 19.3% of revenue, in the fourth quarter of 2024. Tariff pass-through revenue of approximately $14.8 million was about 30 basis points dilutive to adjusted operating income margin . #### Cash Flow Net cash provided by operating activities was $201.5 million in the fourth quarter of 2025. Free cash flow was $151.8 million, representing a free cash flow conversion rate of 117%. Cash on hand was $573.0 million at December 31, 2025. Sensata Technologies Holding plc returned approximately $17.5 million to shareholders through quarterly dividends of $0.12 per share during the quarter . ### Full Year 2025 Financial Highlights #### Revenue Revenue for the full year 2025 was $3,704.5 million, a decrease of $228.3 million or 5.8% compared to $3,932.8 million in the year ended December 31, 2024, primarily due to previously disclosed divestitures and product lifecycle management actions. On an organic basis, revenue increased approximately $2.4 million or 0.1% year-over-year . #### Operating Income Operating income was $237.5 million, or 6.4% of revenue, for the full year 2025, an increase of $88.2 million or 59.1% compared to $149.3 million, or 3.8% of revenue, in 2024. This included approximately $352.2 million of restructuring-related and other charges, notably a $225.7 million non-cash goodwill impairment charge related to the Dynapower business. Adjusted operating income was $704.9 million, or 19.0% of revenue, a decrease of $43.6 million or 5.8% from $748.5 million, or 19.0% of revenue, in 2024. Tariff pass-through revenue of approximately $40.8 million was about 20 basis points dilutive to adjusted operating income margin . #### Cash Flow Net cash provided by operating activities was $621.5 million for the full year 2025. Free cash flow was $490.2 million, representing a free cash flow conversion rate of 97%. Cash on hand was $573.0 million at December 31, 2025. Sensata Technologies Holding plc returned approximately $191.0 million to shareholders, including $70.4 million through quarterly dividends and $120.6 million in repurchased shares . ### Segment Performance (Full Year 2025 vs. Full Year 2024) #### Automotive Revenue was $2,111.7 million in 2025, down from $2,195.5 million in 2024. Operating income was $500.8 million, or 23.7% of segment revenue, compared to $507.5 million, or 23.1% of segment revenue, in 2024 . #### Industrials Revenue increased to $787.8 million in 2025 from $749.2 million in 2024. Operating income was $226.0 million, or 28.7% of segment revenue, up from $192.3 million, or 25.7% of segment revenue, in 2024 . #### Aerospace, Defense, and Commercial Equipment Revenue was $805.0 million in 2025, down from $860.2 million in 2024. Operating income was $211.5 million, or 26.3% of segment revenue, compared to $226.5 million, or 26.3% of segment revenue, in 2024 . #### Other Revenue was $0 million in 2025, down from $127.9 million in 2024. Operating income was $0 million, or 0.0% of segment revenue, compared to $28.1 million, or 21.9% of segment revenue, in 2024 . ### Balance Sheet (as of December 31, 2025 vs. 2024) #### Assets Cash and cash equivalents decreased to $573.0 million in 2025 from $593.7 million in 2024. Total assets were $6,751.7 million in 2025, down from $7,143.3 million in 2024 . #### Liabilities and Equity Total current liabilities were $775.1 million in 2025, up from $711.4 million in 2024. Long-term debt, net, decreased to $2,828.6 million in 2025 from $3,176.1 million in 2024. Total liabilities were $3,966.3 million in 2025, down from $4,252.8 million in 2024. Total shareholders’ equity was $2,785.4 million in 2025, compared to $2,890.4 million in 2024 . #### Debt and Leverage Total gross debt was $2,867.2 million as of December 31, 2025, compared to $3,223.4 million as of December 31, 2024. Net debt was $2,294.2 million in 2025, down from $2,629.7 million in 2024. The gross leverage ratio was 3.4 in 2025, improving from 3.7 in 2024. The net leverage ratio was 2.7 in 2025, improving from 3.0 in 2024 . ### Outlook for First Quarter 2026 For the first quarter of 2026, Sensata 科技控股 anticipates revenue between $917 million and $937 million, which includes expected tariff recovery from customers. The company projects adjusted operating income to be between $168 million and $175 million, with an adjusted operating margin of 18.4% to 18.6%. Adjusted EPS is expected to be in the range of $0.81 to $0.85 . ### 相关股票 - [Sensata Tech (ST.US)](https://longbridge.com/zh-CN/quote/ST.US.md) ## 相关资讯与研究 - [Cintas (CTAS) Valuation Check After Q3 Results And Higher Fiscal 2026 Guidance](https://longbridge.com/zh-CN/news/281225115.md) - [Wealth First Promoters Confirm 74% Stake With No Encumbrance in FY26](https://longbridge.com/zh-CN/news/281530653.md) - [TotalEnergies SE: Information Concerning the Total Number of Voting Rights and Shares in the Share Capital as at March 30, 2026 | TTE Stock News](https://longbridge.com/zh-CN/news/281503294.md) - [Evotec SE to Announce Fourth Quarter and Full-Year 2025 Results on April 8, 2026 | EVO Stock News](https://longbridge.com/zh-CN/news/281339560.md) - [Odfjell SE Posts Solid 2025 Results Amid Softer Markets and Volatility](https://longbridge.com/zh-CN/news/280839222.md)